Investment Consultant

CBIZ, Inc.•Cleveland, OH

58d•Hybrid

About The Position

Essential Functions and Primary Duties Provide technical expertise related to investment questions and issues in support of servicing clients Establish strong relationships with vendors, record-keepers, investment managers, and custodians Gather and maintain market intelligence related to products, services, and value propositions Review and modify the Investment Policy based on needs of the Plan Sponsor to ensure compliance and consistency Provide general client service and problem resolution services Prepare agenda items and content for client meetings Assist with the presentation of investment reviews with clients Work with service team on investment review action items/follow ups Perform due diligence and commentaries on investment managers Perform investment assessment and analysis for the entry and removal of preferred fund lists Cover asset class for preferred fund list Assist with and complete strategic projects on a quarterly basis Produce reports using investment software programs such as Morningstar Direct and Envestnet Manage client requests for proposals for plan recordkeepers/vendors Provide individual and global investment advice to plan participants as needed in conjunction with Retirement Plan Education Specialist Additional responsibilities as assigned Preferred Qualifications Bachelor's degree in finance, economics, mathematics or other areas that contain strong analytical course content Qualifications Required High School Diploma or GED At least three years of professional, retirement plan investment advisory experience in a 401(k) and/or 403(b) environment Possesses comprehensive knowledge of industry and professional concepts, principles, practices and procedures Possesses comprehensive knowledge of pertinent laws, regulations and professional standards Proficient use of applicable technology Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype) Experience performing work that requires initiative and leadership skills Series 6 license, plus any other licenses as required by law Pursuing at least one of the following: CFA (Chartered Financial Analyst), CPFA (Certified Plan Fiduciary Advisory), CIMA (Certified Investment Management Analyst) or other approved credentials or those required by law Ability to anticipate and elicit customer needs Ability to self-learn and develop business and technical knowledge quickly Motivated team player with demonstrated interpersonal skills Comfortable working with quick turnaround times and deadlines Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization

Requirements

High School Diploma or GED
At least three years of professional, retirement plan investment advisory experience in a 401(k) and/or 403(b) environment
Possesses comprehensive knowledge of industry and professional concepts, principles, practices and procedures
Possesses comprehensive knowledge of pertinent laws, regulations and professional standards
Proficient use of applicable technology
Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
Experience performing work that requires initiative and leadership skills
Series 6 license, plus any other licenses as required by law
Pursuing at least one of the following: CFA (Chartered Financial Analyst), CPFA (Certified Plan Fiduciary Advisory), CIMA (Certified Investment Management Analyst) or other approved credentials or those required by law
Ability to anticipate and elicit customer needs
Ability to self-learn and develop business and technical knowledge quickly
Motivated team player with demonstrated interpersonal skills
Comfortable working with quick turnaround times and deadlines
Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization

Nice To Haves

Bachelor's degree in finance, economics, mathematics or other areas that contain strong analytical course content

Responsibilities

Provide technical expertise related to investment questions and issues in support of servicing clients
Establish strong relationships with vendors, record-keepers, investment managers, and custodians
Gather and maintain market intelligence related to products, services, and value propositions
Review and modify the Investment Policy based on needs of the Plan Sponsor to ensure compliance and consistency
Provide general client service and problem resolution services
Prepare agenda items and content for client meetings
Assist with the presentation of investment reviews with clients
Work with service team on investment review action items/follow ups
Perform due diligence and commentaries on investment managers
Perform investment assessment and analysis for the entry and removal of preferred fund lists
Cover asset class for preferred fund list
Assist with and complete strategic projects on a quarterly basis
Produce reports using investment software programs such as Morningstar Direct and Envestnet
Manage client requests for proposals for plan recordkeepers/vendors
Provide individual and global investment advice to plan participants as needed in conjunction with Retirement Plan Education Specialist
Additional responsibilities as assigned